Owen Lyons (CRD# 1687766) is an Investment Advisor Representative working at Demand Wealth in Potomac Falls, VA and has over 34 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Demand Wealth | Oakton, VA | May 2020 - Current | 3 |
| The Solutions Center | Easton, MD | Jul 2014 - Mar 2020 | 5 |
| Prudential Financial Planning Services | Hunt Valley, MD | Nov 2019 - Feb 2020 | < 1 |
| Spencer Lyons Partners, LLC | Easton, MD | Dec 2014 - Sep 2019 | 4 |
| Cornell University | Ithica, NY | Jul 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1989 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2009 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- VA
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Total Assets Under Management141MILLIONS
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Total Number of Accounts264ACCOUNTS
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Average Account Value$533,150
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
LA, MD, TX, VA
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